Tax Preparation and Compliance
When it comes time to have your tax returns prepared, you want to work with a firm that is not so big that you get lost in the shuffle, but not so small that they don't have the resources you need. Santos, Postal’s tax practice is the core of our business. Each year we help individuals, businesses, fiduciaries, trusts and tax exempt organizations prepare thousands of tax returns and guide them through complex tax situations. We protect our clients from the IRS and state comptrollers. We are there when you need us.
Business owners need reliable financial advice. Whether your records are disorganized or you have great systems but are seeking to improve, we are prepared to help. We have the resources, experience and attention to detail required to cure the smallest issues and address the most complex financial concerns.
Auditing and Attestation
Who looks at financial statements? Banks, Investors, Owners, Contributors, Regulators, Potential Acquirers. They need to know they can trust your financial information. They need to know the name on the report. Santos, Postal, a peer reviewed firm, has the reputation and resources to provide you with the credibility you need.
Business valuation services will provide you with a reliable and credible valuation for myriad uses. Whether you're buying or selling a business, valuing a minority interest, filing an estate and gift tax return or valuing an estate, negotiating a divorce agreement, or a merger & acquisition transaction, our affiliate, Topline Valuation Group, stands ready to provide you with the valuation required to accomplish your goals. Our licensed Ceritfied Valuation Analysts and Certified Public Accountants are available to promptly and professionally address your needs. Read More...
Good decisions are a result of consulting with financial advisors who not only understand your business, but also have helped other businesses with similar issues. Santos, Postal understands the importance of serving as a strategic partner for your business. We work with you or your internal financial experts as an independent advisor to provide the full range of financial perspectives your business requires.
Estate and Gift
Santos, Postal works with you to develop a plan to utilize and retain your accumulated wealth. We then apply our experience and resources to help you achieve your desires for your estate and gift plan.
Outsourced CFO Solutions
A Chief Financial Officer is responsible for managing the financial risk of a business. They are also responsible for financial planning, record keeping, and financial reporting to senior management. Experience has shown us that many clients not only desire, but require, this form of senior level expertise in order to strategically plan and lead their business. However, due to the size of their business, they cannot budget for, or afford, to retain a full time person with the financial expertise of a CFO. Recognizing this critical need, our firm will essentially serve as the CFO for a business, but on an outsourced basis. Read more.
Asset Management – Real Estate
In order to maximize the value of your real estate assets–residential, commercial, or retail–Santos, Postal provides proven and creative strategies for the finance, operations, and capital deployment aspects of your properties.
Fraud and Forensics
You find out that someone you trusted might be stealing from you. Once the shock and disbelief dissipate, you realize you need an experienced accountant to help you regain control of the situation. Santos, Postal has Certified Fraud Examiners on staff to provide the expertise you require. Read more.
Elder Care and Financial Management for Seniors
As your loved ones age, they may need help with their day-to-day financial tasks. Santos Postal has the professional staff to help senior adults manage their finances while maintaining their independence and financial freedom.